Send consultants CheckInToday links as requests arrive promptly

Consultants miss receiving screening links when requests pile up, delaying client intake. Notifications deliver the CheckInToday link to the consultant so they can send it to the client promptly.

Overview

Missing screening links stalls client intake and frustrates consultants. This workflow shortens the generated CheckInToday URL and notifies the assigned consultant, removing manual copy‑paste and ensuring questionnaires reach clients without delay. The result is zero missed follow-ups and smoother intake handoffs.

Notable Features

Deliver screening links to consultant
Update request record with link
Notify consultant via email and chat